Investcorp Mergers and Acquisitions Summary

Asset Manager Profile

In the last 3 years, Investcorp has acquired 15 companies. It has also invested in 5 others.

Investcorp’s most common sectors for investment aresoftware (10%) and information technology (10%) . The Firm’s most common investment types include secondary buyout (33%) and buyout (lbo, mbo, mbi) (31%). In total, Investcorp has invested in 22 US states and 24 different countries. Its largest (disclosed) acquisition occurred in 2016 when it acquired AlixPartners for $2.5B.

In the last 3 years, Investcorp has exited 10 companies. The Firm’s most common exit type is trade sale (44%). Investcorp’s largest (disclosed) exit occurred in 2014 when it sold Berlin Packaging for $1.4B.

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M&A Summary

  • M&A Total Activity280
    • M&A Buy Activity174
    • M&A Sell Activity106
  • Total Sectors Invested 38
  • Total Countries Invested 24
  • M&A Buy/Sell Connections 92
  • M&A Advisors 38

Investcorp

Investcorp International, Inc.

Investcorp House,PO Box 5340,
Manama,
Bahrain
+ 973 17532000
www.investcorp.com
info@investcorp.com

Investcorp is a global investment group focused on a variety of investment disciplines. Practice areas include private equity in North America and Western Europe, hedge funds, US real estate, technology investments, and Middle Eastern private equity. Within North America/Europe private equity, Investcorp targets market leaders with proven track records. It looks to invest $15 to $50 million in companies with revenues of $10 to $250 million. Investcorp's technology group sponsors growth-oriented control investments in the tech sector. Investcorp's Middle East practice focuses on buyout/build opportunities in North Africa and the Gulf Region. Target sectors include services, infrastructure, manufacturing, and energy. Investcorp was formed in 1982 and is based in Manama, Bahrain.


Investment Criteria

Sectors of Interest: Automotive, Building Materials, Business Services, Chemicals, Communications, Consumer Products, Consumer Services, Distribution, Electronics, Energy Services and Equipment, Engineering, Environmental, Financial Services, Furniture, Information Technology, Manufacturing, Marketing, Media, Packaging, Plastics, Real Estate, Retail, Safety/Security, Semiconductors, Software, Staffing, Technology Hardware, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Divestiture, Growth Capital

Geographic Preferences: East US, Midwest US, South US, West US, Canada, United Kingdom, Western Europe, Eastern Europe, Nordic

Transaction Criteria Min Max
Target Revenue 10 250
Target EBITDA - -
Investment Size 15 50
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (6.0/yr) # 144 10 9 7 3 1 174
vol $13.4B $180M $13.6B
Sell (2.6/yr) # 93 3 5 4 - 1 106
vol $20.6B $360M $133M $270M $21.3B
  280

Most Recent M&A

Company Date Value Type
Opsec Security Group Ltd. 2024-03-11 270M USD Trade Sale
Tyne & Wear, United Kingdom · www.opsecsecurity.com
Best in Class Technology Services 2024-01-09 - Secondary Buyout
Lenexa, Kansas · www.bctsco.com
Outcomes First 1 Ltd. 2023-12-12 - Divestiture
Bolton, United Kingdom · www.outcomesfirstgroup.co.uk
SEC Newgate S.p.A. 2023-07-03 - Growth Capital
Milan, Italy · www.secnewgate.com
Shearer Supply, Inc. 2023-04-11 - Buyout (LBO, MBO, MBI)
Farmers Branch, Texas · www.shearersupply.com
CrossCountry Consulting LLC 2022-12-06 - Buyout (LBO, MBO, MBI)
McLean, Virginia · www.crosscountry-consulting.com
Marble Point Credit Management LLC 2022-12-02 - Divestiture
Greenwich, Connecticut · www.marblepointcredit.com
Sunrise Produce Co. 2022-10-04 - Buyout (LBO, MBO, MBI)
Fullerton, California · www.sunriseproduce.com
United Talent Agency, Inc. 2022-07-18 - Secondary Sale
Beverly Hills, California · www.unitedtalent.com
softgarden e-recruiting GmbH 2022-06-14 133M EUR Trade Sale
Berlin, Germany · www.softgarden.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Ageras USA Inc. 2017-03-15 Shine SAS 2024-06-19 1
Philadelphia, Pennsylvania · www.ageras.com Paris, France · www.shine.fr
RoadSafe Traffic Systems, Inc. 2021-04-12 DCS Pavement Marking 2024-04-30 13
Chicago, Illinois · www.roadsafetraffic.com Hazleton, Pennsylvania
Shearer Supply, Inc. 2023-04-11 Climatic Comfort Products 2024-04-08 1
Farmers Branch, Texas · www.shearersupply.com Norcross, Georgia · www.climaticcomfortproducts.com
Resultant 2021-02-22 Tempus Nova, Inc. 2021-02-22 1
Indianapolis, Indiana · www.resultant.com Denver, Colorado · www.tempusnova.com

M&A by Sector

Sector Current # Value All-time # Value
Information Technology 7 (12%) - 16 (9%) 830M (6%)
Software 4 (7%) 96M (3%) 16 (9%) 391M (3%)
Business Services 6 (10%) - 14 (8%) 650M (5%)
Consumer Products 5 (8%) 151M (5%) 12 (7%) 536M (4%)
Distribution 4 (7%) - 11 (6%) 1.1B (8%)
Internet Software and Services 6 (10%) - 10 (6%) -
Retail 1 (2%) 65M (2%) 9 (5%) 490M (4%)
Apparel/Textiles 3 (5%) 270M (9%) 8 (5%) 1.1B (8%)
Building Materials - - 7 (4%) 2.2B (16%)
Financial Services 3 (5%) 2.5B (80%) 5 (3%) 2.5B (19%)
Healthcare Services 4 (7%) 45M (1%) 5 (3%) 45M (< 1%)
Technology Hardware - - 5 (3%) 42M (< 1%)
Chemicals - - 4 (2%) 873M (6%)
Marketing 2 (3%) - 4 (2%) 300M (2%)
Consumer Services 1 (2%) - 4 (2%) -
Life Science 4 (7%) - 4 (2%) -
Food 1 (2%) - 3 (2%) 154M (1%)
Automotive 1 (2%) - 3 (2%) -
Communications - - 3 (2%) -
E-Commerce 3 (5%) - 3 (2%) -
Manufacturing - - 3 (2%) -
Packaging - - 3 (2%) -
Semiconductors - - 3 (2%) -
Test/Measurement Equipment - - 3 (2%) -
Leisure 1 (2%) - 2 (1%) 728M (5%)
Energy Services and Equipment 1 (2%) - 2 (1%) -
Safety/Security 1 (2%) - 2 (1%) -
Transportation - - 1 (1%) 730M (5%)
Engineering - - 1 (1%) 479M (4%)
Furniture - - 1 (1%) 462M (3%)
Agriculture - - 1 (1%) -
Education - - 1 (1%) -
Electronics - - 1 (1%) -
Information Services 1 (2%) - 1 (1%) -
Media - - 1 (1%) -
Oil/Gas Exploration 1 (2%) - 1 (1%) -
Publishing - - 1 (1%) -
Staffing - - 1 (1%) -
Total 60 $3.1B 175 $13.7B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 17 (28%) 2.5B (80%) 81 (46%) 7.0B (51%)
  California 1 (2%) - 12 (7%) 42M (< 1%)
  Texas 2 (3%) - 9 (5%) 730M (5%)
  Illinois 3 (5%) - 8 (5%) -
  New York 2 (3%) 2.5B (80%) 7 (4%) 3.0B (22%)
  Virginia 2 (3%) - 5 (3%) -
  Georgia - - 5 (3%) 458M (3%)
  Massachusetts - - 5 (3%) 115M (1%)
  New Jersey 1 (2%) - 4 (2%) -
  Pennsylvania 2 (3%) - 3 (2%) -
  Ohio - - 3 (2%) 936M (7%)
  Minnesota - - 3 (2%) 300M (2%)
  Connecticut 2 (3%) - 2 (1%) -
  Indiana 1 (2%) - 2 (1%) -
  North Carolina - - 2 (1%) 700M (5%)
  Arizona - - 2 (1%) 425M (3%)
  Maryland - - 2 (1%) 300M (2%)
  Alabama - - 2 (1%) -
  Kansas 1 (2%) - 1 (1%) -
  Washington - - 1 (1%) -
  Missouri - - 1 (1%) -
  Idaho - - 1 (1%) -
  Colorado - - 1 (1%) -
United Kingdom 6 (10%) 96M (3%) 22 (13%) 2.8B (20%)
India 9 (15%) 56M (2%) 9 (5%) 56M (< 1%)
Italy 5 (8%) - 8 (5%) 146M (1%)
Germany - - 7 (4%) 180M (1%)
China 6 (10%) - 6 (3%) -
Saudi Arabia 4 (7%) - 6 (3%) -
Netherlands 1 (2%) 270M (9%) 5 (3%) 1.1B (8%)
Switzerland 1 (2%) - 5 (3%) 345M (3%)
Turkey 4 (7%) - 4 (2%) -
Denmark 2 (3%) 140M (4%) 3 (2%) 1.1B (8%)
Sweden 2 (3%) 65M (2%) 3 (2%) 527M (4%)
Spain - - 3 (2%) -
France - - 2 (1%) -
United Arab Emirates - - 2 (1%) -
Channel Islands 1 (2%) - 1 (1%) -
Kuwait 1 (2%) - 1 (1%) -
Singapore 1 (2%) - 1 (1%) -
Luxembourg - - 1 (1%) 451M (3%)
Canada - - 1 (1%) -
  Ontario - - 1 (1%) -
Finland - - 1 (1%) -
Ireland - - 1 (1%) -
Norway - - 1 (1%) -
Puerto Rico - - 1 (1%) -
Domestic 17 (28%) 2.5B (80%) 81 (46%) 7.0B (51%)
Cross-border 43 (72%) 628M (20%) 94 (54%) 6.7B (49%)
Total 60 $3.1B 175 $13.7B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 14 (23%) 3.0B (96%) 57 (33%) 9.6B (70%)
Buyout (LBO, MBO, MBI) 18 (30%) - 54 (31%) 1.1B (8%)
Growth Capital 11 (18%) - 19 (11%) 345M (3%)
Divestiture 6 (10%) 130M (4%) 16 (9%) 1.8B (13%)
Stake Purchase 7 (12%) - 12 (7%) -
Venture 3 (5%) - 11 (6%) 42M (< 1%)
Recapitalization 1 (2%) - 2 (1%) -
Going Private - - 1 (1%) 436M (3%)
Special Situations/Distressed - - 1 (1%) 425M (3%)
Acquisition Financing - - 1 (1%) -
PIPE - - 1 (1%) -
Total 60 $3.1B 175 $13.7B

Exits by Deal Type

Type Total # Value
Secondary Sale 40 (38%) 10.6B (54%)
Trade Sale - Public Company 29 (27%) 6.2B (32%)
Trade Sale 17 (16%) 2.7B (14%)
IPO 10 (9%) -
Sold to Management 3 (3%) 160M (1%)
Bankruptcy 3 (3%) -
Divestiture 1 (1%) -
Merger 1 (1%) -
Sold to Existing Investors 1 (1%) -
Unknown 1 (1%) -
Total 106 $19.7B

Top M&A Advisors

Financial Deals
William Blair
 3
Barclays Investment Bank
 3
Houlihan Lokey
 3
Legal Deals
Gibson, Dunn & Crutcher
 7
SJ Berwin LLP
 3
Shearman & Sterling
 3

Deal Values

buy # Total
> $1B 1 $2.5B
$100M to $1B 27 $10.9B
< $100M 7 $303M
TOTAL $13.7B
Largest AlixPartners LLP
$2.5B (2016-11-07)
sell # Total
> $1B 7 $8.6B
$100M to $1B 29 $12.4B
< $100M 7 $307M
TOTAL $21.3B
Largest Berlin Packaging LLC
$1.4B (2014-10-06)

M&A Connections

Deals
Acquired from
Investor(s)
31%
55 (31%)
Strategic(s)
8%
14 (8%)
Exited to
Investor(s)
34%
36 (34%)
Strategic(s)
46%
49 (46%)

Investor Summary

Investor Type

Asset Manager

Size

Mega

PE Assets

53.0B USD

Established

1982

Specialist/Generalist

Generalist

Leadership

Mohammed Alardhi

Executive Chairman

Rishi Kapoor

Vice Chairman & CIO

Abbas Rizvi

CFO

Peter Rommeney

Head of Human Resources

David Tayeh

Head of Private Equity

FAQ

When was Investcorp founded?

Investcorp was founded in 1982.

What type of investor is Investcorp?

Investcorp is an asset manager.

Where is Investcorp headquartered?

Investcorp is headquartered in Manama, Bahrain.

How much capital does Investcorp have under management?

Investcorp has 53.0B USD under management.

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